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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (64779)7/10/2002 12:09:12 AM
From: Paul V.  Read Replies (2) | Respond to of 70976
 
Gottfried,following is from my spreadsheet for the bookings,
shipment and monthly prices prior to splits

OCT98 638 852.3 0.75 $21.5625-36.625
NOV98 767.2 913.6 0.84 $32.1875-43
DEC98 883.4 920.9 0.96 $37.3125-47
JAN99 996.7 890 1.12 $42.875-64.0625
FEB99 1028.8 845 1.22 $55.3125-71.625
MAR99 1256.9 943.5 1.33 $54.50-67.0625

OCT. 01 644.4 895.5 0.72 $26.59-38
NOV. 01 588.9 817.2 0.72 $33.72-43.10
Dec. 01 628.5 819.3 0.77 $38.82-46.58
Jan 02 645.2 799.9 0.81 $39-48
FEB 02 737.2 818 0.90 $41.43-48.65
MAR 02 835.9 797.6 1.05 $44.50-56.27
APR 02 995.6 814.6 1.2 $23.37-27.855 preSplt 23.37-55.711
MAY 02 1084 861.7 1.26 $21.65-27.72 postSplt 43.24-55.44

Gottfried, I agree with your post.

The institutions, IMO, have held AMAT up during the low bookings period with the exception of 9/11/01.

Paul



To: Gottfried who wrote (64779)7/10/2002 12:15:20 AM
From: 16yearcycle  Read Replies (1) | Respond to of 70976
 
Great post, Gottfried.